L.M. Kohn & Company’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.94M | Sell |
30,098
-528
| -2% | -$51.6K | 0.79% | 23 |
|
|
2025
Q1 | $2.69M | Buy |
30,626
+2,523
| +9% | +$221K | 0.7% | 23 |
|
|
2024
Q4 | $2.54M | Sell |
28,103
-3,055
| -10% | -$276K | 0.66% | 28 |
|
|
2024
Q3 | $2.52M | Buy |
31,158
+1,967
| +7% | +$159K | 0.64% | 29 |
|
|
2024
Q2 | $1.98M | Sell |
29,191
-1,355
| -4% | -$91.7K | 0.54% | 35 |
|
|
2024
Q1 | $1.84M | Buy |
30,546
+3,057
| +11% | +$184K | 0.52% | 36 |
|
|
2023
Q4 | $1.44M | Buy |
27,489
+1,464
| +6% | +$76.9K | 0.46% | 47 |
|
|
2023
Q3 | $1.39M | Sell |
26,025
-534
| -2% | -$28.5K | 0.51% | 41 |
|
|
2023
Q2 | $1.39M | Sell |
26,559
-513
| -2% | -$26.9K | 0.53% | 44 |
|
|
2023
Q1 | $1.33M | Sell |
27,072
-735
| -3% | -$36.1K | 0.55% | 41 |
|
|
2022
Q4 | $1.31M | Sell |
27,807
-2,196
| -7% | -$104K | 0.61% | 38 |
|
|
2022
Q3 | $1.3M | Sell |
30,003
-1,089
| -4% | -$47.1K | 0.64% | 36 |
|
|
2022
Q2 | $1.26M | Buy |
31,092
+10,119
| +48% | +$410K | 0.59% | 42 |
|
|
2022
Q1 | $1.04M | Buy |
+20,973
| New | +$1.04M | 0.4% | 58 |
|